I care for a wide range of clients, from individuals currently retired to those who are building their retirement nest egg to those just starting to invest for their first home. I recognize that each of my clients, has their own level of investment knowledge and experience. However one thing is for certain: regardless of the size of your account you'll be treated with respect and understanding.
My first goal is to help you to understand the products you are invested in as well as the investment process. This alone can make your investment experience less stressful.
My approach is collaborative, and my preference is for long-term investing. My clients are typically multi-generational with many coming from existing client referrals. Being licensed in a variety of jurisdictions also allows me to retain the relationship with my clients, should they choose to relocate to other provinces.
I employ flexible strategies to best suit your changing circumstances and goals. Wherever needed, I call upon my accounting, taxation or legal alliances for advice. In my experiences, these strong alliances, including my spouse's human resource service, creates added knowledge and value.
If you're interested in pursuing me as your investment advisor, please call or email me to arrange a time to meet and discuss your needs. 306.566.7551 firstname.lastname@example.org